+7,716.4%
TPR vs PLUG
-99.3%
+7,815.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.8% | -2.8% | -0.3% |
| 7D | -2.3% | -0.9% | -1.4% | -2.2% |
| 30D | -23.0% | +3.3% | -26.3% | -23.4% |
| 3M | -12.5% | -39.7% | +27.3% | -8.3% |
| 6M | -21.4% | -12.5% | -8.9% | -21.6% |
| YTD | -3.5% | +10.2% | -13.7% | -7.1% |
| 1Y | +17.4% | +50.7% | -33.3% | +6.7% |
| 3Y | +291.3% | -74.5% | +365.8% | +287.0% |
| 5Y | +241.9% | -91.8% | +333.7% | +267.4% |
| 10Y | +322.7% | +43.7% | +279.0% | +204.1% |
| All | +7,716.4% | -99.3% | +7,815.7% | +4,427.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling